Creating a quote for an opportunity

After creating an opportunity, a Field Sales Representative must be able to create a quote for that opportunity so that the Field Sales Representative can capture relevant information about the items a customer is interested in purchasing, and the payment terms and shipment terms.

Solution

A user can create a quote for an opportunity from the Opportunity Details screen. The createOrder API is called to create the quote. By default, the first quote created for an opportunity is marked as the Primary Quote for an opportunity.

End-user impact

None.

Implementation

None.